Nelson Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Nelson Capital Management’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Buy	24,449 +3,089	+14%	+$74.7K	0.06%	79
2026 Q1	$518K	Sell	21,360 -1,512	-7%	-$36.8K	0.06%	80
2025 Q4	$557K	Sell	22,872 -979	-4%	-$23.9K	0.07%	79
2025 Q3	$582K	Sell	23,851 -663	-3%	-$16.1K	0.07%	79
2025 Q2	$598K	Sell	24,514 -3,608	-13%	-$87.7K	0.08%	77
2025 Q1	$684K	Sell	28,122 -1,240	-4%	-$30K	0.12%	76
2024 Q4	$706K	Sell	29,362 -534	-2%	-$12.9K	0.12%	79
2024 Q3	$732K	Sell	29,896 -1,080	-3%	-$26.3K	0.12%	73
2024 Q2	$745K	Sell	30,976 -1,096	-3%	-$26.3K	0.13%	74
2024 Q1	$773K	Sell	32,072 -2,810	-8%	-$67.9K	0.15%	73
2023 Q4	$845K	Buy	34,882 +5,524	+19%	+$133K	0.19%	71
2023 Q3	$703K	Sell	29,358 -22	-0.1%	-$527	0.17%	70
2023 Q2	$706K	Sell	29,380 -9,186	-24%	-$223K	0.18%	70
2023 Q1	$941K	Buy	38,566 +7,594	+25%	+$184K	0.27%	65
2022 Q4	$747K	Sell	30,972 -120	-0.4%	-$2.89K	0.22%	70
2022 Q3	$750K	Sell	31,092 -42,244	-58%	-$1.03M	0.22%	70
2022 Q2	$1.8M	Buy	73,336 +15,990	+28%	+$394K	0.5%	49
2022 Q1	$1.42M	Sell	57,346 -25,488	-31%	-$640K	0.28%	66
2021 Q4	$2.11M	Sell	82,834 -22,898	-22%	-$584K	0.39%	59
2021 Q3	$2.71M	Buy	105,732 +354	+0.3%	+$9.07K	0.54%	50
2021 Q2	$2.7M	Sell	105,378 -33,196	-24%	-$851K	0.55%	51
2021 Q1	$3.56M	Sell	138,574 -25,782	-16%	-$662K	0.76%	42
2020 Q4	$4.22M	Sell	164,356 -77,436	-32%	-$1.99M	0.91%	36
2020 Q3	$6.23M	Buy	241,792 +96,052	+66%	+$2.48M	1.09%	35
2020 Q2	$3.76M	Sell	145,740 -1,602	-1%	-$41.4K	0.82%	46
2020 Q1	$3.81M	Sell	147,342 -4,272	-3%	-$109K	1.02%	39
2019 Q4	$3.83M	Buy	+151,614	New	+$3.83M	0.8%	49

Other funds holding SCHO

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Nelson Capital Management's SCHO Position: Q2 2026 in Review

Nelson Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 14% in Q2 2026, buying an estimated $74.7K and bringing the position to 24,449 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #79.

Nelson Capital Management first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.23M in Q3 2020. 354 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Nelson Capital Management held 24,449 shares of Schwab Short-Term US Treasury ETF worth $590K as of Q2 2026.
Nelson Capital Management bought 3,089 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $74.7K.
Schwab Short-Term US Treasury ETF made up 0.06% of Nelson Capital Management's portfolio in Q2 2026, its #79 holding.
Nelson Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Nelson Capital Management's Schwab Short-Term US Treasury ETF position peaked at $6.23M in Q3 2020.
354 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.